Todd A. Barker, CPWA®, CIMA®, C(k)P®, CPFA™

1065 Sierra Court, NE
Suite C
Cedar Rapids, IA 52402
(319) 896.7741
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Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Todd A. Barker, CPWA®, CIMA®, C(k)P®, CPFA™
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Bank of America Corporation and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of advisors, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can help make the broad capabilities of Bank of America Corporation feel more accessible.

Recognition
Todd Barker
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Team

Todd A. Barker, CPWA®, CIMA®, C(k)P®, CPFA™ is among a select group of Merrill Lynch Wealth Management advisors who have met the rigorous requirements to be a designated Bank of America Defined Contribution Investment Consultant.

Meet Our Team
Todd Barker,

CIMA®, CKP®, CPFA™, CPWA®

Senior Vice President, Wealth Management Advisor
319.896.7741
Claire Lux
Officer, Wealth Management Client Associate - RDA
319.896.7755
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael R. McMorris
Employee Benefits Specialist
Bank of America, N.A.
Laura Gibson
Wealth Management Banking Specialist
Merrill
Sally Stresnak
Employee Benefits Specialist
Bank of America, N.A.
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.